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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
43.75%
EBITDA Margin
$24.5M - $35M
Valuation Range
87.50%
Economic Profit%
2
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
20
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $8.0 million of gross revenue, indicating a meaningful scale for a two-partner practice.
  • Revenue per partner is $4.0 million, which suggests high partner productivity relative to the current ownership structure.
  • The firm produced 30,000 billable hours, showing a substantial level of operating activity.
  • The firm has 20 staff supporting two partners, which provides meaningful leverage behind the partner group.
  • An EBOC of 50% indicates that half of revenue remains after direct compensation costs, providing a clear measure of earnings capacity for valuation review.
Weaknesses
  • The firm’s partner base is very small, with only two partners, which increases key-person and continuity risk in a transaction.
  • Partner age dispersion is significant, with one partner aged 54 and the other 24, creating potential succession and experience-depth concerns.
  • Revenue is concentrated across just two partners at $4.0 million per partner, suggesting elevated client and relationship dependency at the partner level.
Opportunities
  • The firm may be able to reduce key-person risk and improve succession value by building a transition plan around the older partner, given the wide partner age gap.
  • With only 2 partners and 20 staff, there appears to be room to increase operational leverage by delegating more delivery work and expanding partner capacity toward higher-value advisory activities.
  • The current EBOC of 50% suggests an opportunity to improve profitability through pricing discipline, workflow efficiency, and better utilization of billable hours.
Threats
  • The firm appears to have key-person and succession risk because only two partners are listed and one partner is significantly older at 54, creating potential continuity risk if transition planning is limited.
  • Partner productivity and revenue concentration risk may be elevated because gross revenue of $8,000,000 is split across only two partners, resulting in $4,000,000 of revenue per partner.
  • Staffing leverage may be a concern because 30,000 billable hours are supported by 20 staff and only two partners, which could create operational strain if workload increases or key personnel leave.
  • The firm’s profitability may be sensitive to margin pressure because EBOC is 50%, leaving limited room for unexpected compensation, staffing, or overhead increases.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

43.75% EBITDA margin
Operational Efficiency

You are doing a great job on leverage, continue to look for opportunities to push work down to the appropriate levels, and remember that leverage is your biggest pathway to high levels of profitability

Leverage ratio 10:1
Revenue Acceleration

Without a defined growth rate, growth may be accelerated by adding advisory services, pursuing tuck-in mergers, or onboarding a lateral partner with an existing book of business.

+15–25% revenue growth
Risk Mitigation

May enhance operational capacity, diversify expertise, and strengthen continuity, but can introduce complexity in decision-making and profit sharing.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

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This preliminary valuation range is for discussion purposes only, based on unverified information, and is highly sensitive to assumptions. It does not constitute a formal valuation or transaction guidance and should not be relied upon by any party for decision-making purposes.